Anic Equity¶
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Total return since start: 0.605 %¶
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Equity now: -----------------------------> 49018.33 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44849.45 Kr¶
PnL: ---------------------------------------> -98.55 Kr¶
DD now: ---------------------------------> -7.722 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 17:28:43.999260'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.220000 | 1663.020000 | 195.480000 | 13.320000 | 1467.540000 |
| Sedana Medical | 93 | 2.590000 | 2579.820000 | 65.100000 | 2.590000 | 2514.720000 |
| Hoist Finance | 35 | 2.500000 | 1002.750000 | 24.500000 | 2.500000 | 978.250000 |
| Orrön Energy | 180 | 0.970000 | 2060.100000 | 22.500000 | 1.100000 | 2037.600000 |
| JM | 6 | 2.020000 | 879.600000 | 17.400000 | 2.020000 | 862.200000 |
| Atrium Ljungberg B | 5 | 1.820000 | 950.000000 | 17.000000 | 1.820000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 1.500000 | 973.200000 | 14.400000 | 1.500000 | 958.800000 |
| Sagax B | 4 | 1.410000 | 864.000000 | 12.000000 | 1.410000 | 852.000000 |
| Catena | 2 | 1.370000 | 800.400000 | 10.800000 | 1.370000 | 789.600000 |
| HEXPOL B | 9 | -0.170000 | 1026.900000 | 9.000000 | 0.880000 | 1017.900000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| BioGaia B | 8 | 0.690000 | 934.400000 | 6.400000 | 0.690000 | 928.000000 |
| Clas Ohlson B | 12 | 0.370000 | 974.400000 | 3.600000 | 0.370000 | 970.800000 |
| Biotage | 7 | 0.220000 | 941.500000 | 2.100000 | 0.220000 | 939.400000 |
| Gränges | 9 | 0.190000 | 927.900000 | 1.800000 | 0.190000 | 926.100000 |
| Hexatronic Group | 12 | 0.120000 | 965.760000 | 1.200000 | 0.120000 | 964.560000 |
| Byggmax Group | 33 | 0.070000 | 955.020000 | 0.660000 | 0.070000 | 954.360000 |
| Bilia A | 8 | -0.180000 | 897.600000 | 0.000000 | 0.000000 | 897.600000 |
| ASSA ABLOY B | 3 | -0.040000 | 776.700000 | -0.300000 | -0.040000 | 777.000000 |
| AcadeMedia | 8 | -0.700000 | 400.000000 | -1.200000 | -0.300000 | 401.200000 |
| EQT | 4 | -0.190000 | 828.000000 | -1.600000 | -0.190000 | 829.600000 |
| Alimak Group | 11 | -0.590000 | 920.700000 | -5.500000 | -0.590000 | 926.200000 |
| SKF B | 5 | -0.670000 | 931.750000 | -6.250000 | -0.670000 | 938.000000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| OX2 | 13 | -1.030000 | 937.950000 | -9.750000 | -1.030000 | 947.700000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| Addnode Group B | 11 | -2.400000 | 896.500000 | -22.000000 | -2.400000 | 918.500000 |
| VEF | 909 | -1.860000 | 1818.000000 | -27.270000 | -1.480000 | 1845.270000 |
| Latour B | 4 | -4.210000 | 819.200000 | -36.000000 | -4.210000 | 855.200000 |
| Vitec Software Group B | 2 | -3.690000 | 1044.000000 | -40.000000 | -3.690000 | 1084.000000 |
| Indutrade | 5 | -4.160000 | 1164.000000 | -50.500000 | -4.160000 | 1214.500000 |
| Bufab | 3 | -4.720000 | 1054.200000 | -52.200000 | -4.720000 | 1106.400000 |
| Hexagon B | 26 | -1.850000 | 3387.800000 | -63.700000 | -1.850000 | 3451.500000 |
| INVISIO | 16 | -1.740000 | 3616.000000 | -64.000000 | -1.740000 | 3680.000000 |
| BHG Group | 97 | -7.130000 | 1352.180000 | -102.820000 | -7.070000 | 1455.000000 |
| TOTAL | 44849.450000 | -98.550000 | -7.72213% | 44948.000000 |
Updated:¶
'2023-07-03 17:29:00.791793'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
